Key questions for you & your family to consider.    Provided by Alterra Wealth Management A labor of love may come to involve money issues. Providing eldercare to a parent, grandparent or relative is one of the noblest things you can do. It is a great responsibility, and over time it may also lead you and.. read more →

07 Dec 2012
December 7, 2012

The Special Needs Trust

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A thoughtful financial move for a loved one with a disability. Presented by Alterra Wealth Management If you have a child with special needs or care for an adult relative who is mentally or physically challenged, you face long-run financial demands. In all probability, federal and state assistance won’t help you meet all of them.  .. read more →

25 Oct 2012
October 25, 2012

Charitable Remainder Trusts

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A Charitable Remainder Trust normally is used as a strategy for converting highly appreciated assets into income producing assets, without income tax liability.  The Charitable Remainder Trust is an irrevocable trust with both charitable and non-charitable beneficiaries. The donor transfers highly appreciated assets into the trust and retains an income interest. Upon expiration of the.. read more →